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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-24 |
| MN | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Forward | Bagley | MN | 05/2023 | 05/2024 |
| Affinity Plus Federal Credit Union | Bemidji | MN | 11/2018 | 05/2023 |
| Unemployed | Bemidji | MN | 06/2018 | 11/2018 |
| Gate City Bank | Grand Forks | ND | 06/2015 | 06/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | 04/2026 |
| Invest Forward | Bagley | MN | 05/2024 | 01/2026 |
| Red Letter Financial Group, Inc. | Bagley | MN | 11/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
1. SIERRA M.S SERBUS, 104 Main Ave N, Bagley MN 56621, United States, 04/20/2026, Notary, Notary, NIR, 1 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-06 |
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